57 Results for

Winter Banking Jobs in New York

Jobs

Melville, NY30+ days ago

$80,000–$130,000 Per Year
Full-time

Becoming a New York Life Financial Services Professional is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. Headquartered in New York City, New York Life's family of companies offers life insurance, retirement income products, and long term care insurance.

New York, NY9 days ago

$250,000–$300,000 Per Year
Full-time
Employee

Proven Assets: A demonstrated ability to successfully transition and manage an existing book of business (AUM thresholds are negotiable based on strategy alignment).Technical Literacy: Deep understanding of asset allocation, risk management, and liquidity planning within a sophisticated investment framework. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.

New!

New York, NY5 days ago

$145,000–$185,000

It is provided to help job seekers understand the responsibilities and qualifications typically associated with early-career banking, capital markets, and strategic finance roles. This job description represents a sample Banking & Finance Analyst position commonly found through the Career Launch AI Talent Network.

Rochester, NY17 days ago

The Banking Clerk will provide administrative and operational support to attorneys and paralegals within the Banking and Finance practice group to ensure the efficient management of client matters and day-to-day practice operations. Assist attorneys and paralegals with transactional closings, including preparation of closing binders, signature pages, closing sets, and the creation and maintenance of detailed closing checklists.

New York, New York30+ days ago

What You'll Be Doing: Stifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Rochester, New York30+ days ago

Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner. Routinely provide quality customer service and a positive banking experience by handling financial transactions (i.e., opening of accounts, cashing checks, etc.) with professionalism .

New!

Oneida, New York4 days ago

Responsibilities: A Rotating Relationship Banking Representative will work in various branch offices in a defined geographical area and is responsible to deliver a positive customer experience to current and prospective bank customers. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures and internal controls, and meet all training requirements in a timely manner.

E Syracuse, New York23 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Highland Falls, NY26 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Nationwide, NY30+ days ago

Remote

We have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients. Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.

New York, NY10 days ago

$38,000–$150,000 Per Year

Monitor markets, research financial products, and stay updated with new developments in the financial sector. If you do not already have the SIE, Series 7, 66, you will work towards obtaining these to offer associated services, in addition to your continued professional development.

Newburgh, NY30+ days ago

$18–$22 Per Hour

Polar Plumbing, Heating & Air Conditioning is currently hiring for a full-time Administrative Assistant/Customer Service Rep to assist with our administrative tasks and provide great customer service in the Newburgh, NY area. We offer completely transparent pricing for all our services, so our customers can be sure they're getting the absolute best value for their homes.

Rye Brook, NY30+ days ago

$100,000–$150,000 Per Year

At Strategies for Wealth, we specialize in helping driven professionals transition into financialservices - and build careers that compound over time, financially and personally. Strategies for Wealth is one of the most successful firms in theGuardian Wealth Network, with flagship offices in New York City and Westchester County.

Hauppauge, NY23 days ago

$50,000–$100,000

In this role, you will support clients in making informed financial decisions and developing long-term wealth management strategies. Key responsibilities include understanding client needs, providing tailored financial advice, and maintaining strong client relationships.

New York, NY29 days ago

$80,000–$150,000

The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.

Mahopac, New York30+ days ago

$18–$23.08

Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.

Poughkeepsie, New York30+ days ago

$18–$22.60

Physical Demands: Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs. As a Teller, you provide excellent client service in-person by welcoming both new and existing clients to the Bank and assisting them with their account transactions and servicing needs, including identifying and resolving client servicing issues.

Plattsburgh, NY30+ days ago

Experience in the sales of RV's, Auto's, or large ticket items, or banking & finance is preferred, however we will train with the right personality. We are expanding our unit sales department and are looking for professional hard-working people who have the horsepower to work with the best.

New York, NY30+ days ago

$125,000–$150,000

Comprehensive Financial Planning: Conduct thorough interviews with clients to understand their financial status, including income, expenses, tax considerations, and risk tolerance, and create personalized financial plans to meet their short-term and long-term goals. Advisory Services: Offer strategic financial advice related to investments, debt management, tax planning, cash flow management, insurance, and retirement planning.

New York City, NY30+ days ago

$200,000–$500,000 Per Year

We believe the best client outcomes happen when advisors are empowered, supported, and aligned with a firm that puts people first - clients and advisors alike. If you’re an experienced Financial Advisor looking for a firm that helps you grow - not limit you - Strategies for Wealthoffers a platform designed to elevate high performers.

Higland Falls, NY30+ days ago

2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families.

West Henrietta, New York12 days ago

$65,000–$81,912 Per Year

Develops and maintains knowledge of Paychex and industry plan structures, services and specific conversion processes in order to serve as a department expert on assigned accounts and to provide an exceptionally high level of client service during the conversion process. Executes outbound communication of setup status to clients, internal Paychex personnel and Financial Advisors following client calls and at points necessary to ensure deadlines are met and that expectations are clear.

Amherst, New York30+ days ago

This role ensures an exceptional client experience by coordinating account servicing, onboarding, compliance documentation, and ongoing administrative support while partnering closely with Financial Advisors and Portfolio Managers. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

smithtown, NY30+ days ago

$30,000–$60,000 Per Year

Financial Advisor Trainee Responsibilities: As a Morgan Wilshire team member, you will work with top-tier professionals spearheading innovation and growth at a top Broker-Dealer. Through our training program, hands on experience, mentoring and development opportunities, you will rapidly become fluent in real-world investing for a broad range of clients.

New!

Spring Valley, NY3 days ago

$20.54–$27.46 Per Hour

Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Islandia, NY30+ days ago

Additionally, the Head Teller will assist in establishing new customer accounts and maintaining strong relationships with existing customers by identifying and cultivating referral opportunities across Retail Banking, Consumer Lending, Commercial Lending, Mortgage Lending, and other service channels. Supervise and guide staff, ensuring the accurate completion of Personal Banker tasks, including account opening/closing, debit card servicing, wire transfers, fraud claims, and account maintenance.

Ogdensburg, New York12 days ago

Responsibilities: A Senior Teller 1 monitors branch service operations in a small or medium size branch by assisting and training less experienced tellers, overseeing the vault and being responsible for branch cash levels, plus preparing required operational and regulatory reports. Routinely perform transactions on service line to provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude.

New!

Plattsburgh, New York4 days ago

This position requires an individual with a positive attitude, who is a team player, and who is able to actively listen for customer financial needs in order to refer them to the appropriate bank product or bank representative. Provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude.

Avon, New York18 days ago

East Greenbush, New York30+ days ago

Canandaigua, New York30+ days ago

Responsibilities: A Senior Teller 2 monitors branch service operations in a large or very large size branch by assisting and training less experienced tellers, overseeing the vault and being responsible for branch cash levels, plus preparing required operational and regulatory reports. Routinely perform transactions on service line to provide quality customer service and a positive banking experience by handling financial transactions (i.e. cashing checks, handling deposits/withdrawals, etc.) with a professional attitude.

Batavia, New York30+ days ago

$21–$25.25 Per Hour

Overview: Responsible for the direct supervision of the Teller Unit to provide efficient and accurate paying and receiving services; participate in discussion with the Assistant Branch Manager to establish specific goals for the unit; coordinate all Teller operation functions within the branch; oversee security and compliance within the unit; ensure department compliance with all operating policies and procedures; communicate with appropriate personnel; provide periodic reports; perform customer service duties, assist customers during peak times. Responsibilities: Supervise the Teller Unit in order to provide efficient and accurate paying and receiving services as follows: Ensure that Tellers provide complete paying and receiving services to customers.

New Windsor, NY30+ days ago

Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their financial goals. We pride ourselves on our commitment to helping clients secure their financial futures, and our employees enjoy a collaborative and empowering work environment that fosters personal and professional growth.

New York, NY30+ days ago

Full-time

Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New York, NY30+ days ago

Remote

$45,000–$95,000

As an Entry-Level Financial Advisor, you will play a crucial role in providing comprehensive financial guidance and support to our clients, helping them achieve their long-term financial goals. Brand & Associates is seeking a passionate and motivated individual to join our team as a Remote Entry-Level Financial Advisor.

TRI-STATE AREA NY/NJ, New York8 days ago

Our client, a nationally recognized private wealth and investment management firm, is expanding nationwide and seeking experienced Registered Financial Representatives / Financial Advisors to join its growing team. What sets this firm apart is its ability to help advisors grow their business through consistent warm leads generated from its extensive tax client base, providing a unique platform for sustainable success.

New York, NY30+ days ago

$0–$300,000

Launch a career in financial services through a structured development program focused on relationship management, financial planning, and long-term practice growth. Ideal for professionals seeking a long-term career in financial services with structured training, mentorship, and development support.

Rensselaer, NY30+ days ago

$17.50–$19.50 Per Hour

Payment Processing: Handle credit card payments, issue money orders, bank checks, and accept loan payments, ensuring accuracy and security. + Customer Transactions: Accurately and efficiently process deposits, check cashing, and withdrawals, verifying cash and endorsements, and issuing receipts with meticulous attention to detail.

Albany, NY30+ days ago

Series 65 (pre and post 2000 exams); Series 7 and Series 66; At the time the application is filed, the applicant is current and in good standing: CFP, ChFC, PFS, CFA, CIC. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long term.

Great Neck, NY30+ days ago

$60,000–$70,000 Per Year

The Bank provides a broad range of business, commercial, and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities, and local government entities. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets.

White Plains, NY30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Brewster, New York17 days ago

$21.50–$27.75 Per Hour

Cooperate with, participate in, and support the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Company’s compliance with all regulatory requirements; ensure that the unit and all personnel adhere to the same. Responsibilities: Perform a variety of duties quickly and accurately to support the paying and receiving function of the branch of which the following are illustrative:Accept and process deposit transactions.

New!

Ithaca, New York2 days ago

$18.25–$23 Per Hour

New York, NY30+ days ago

Full-time

Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Smithtown, NY30+ days ago

Remote

We work directly with founders and financial professionals entering the capital markets industry and provide comprehensive regulatory and principal outsourcing solutions. You will work directly with qualified prospects in a consultative sales environment involving executive-level financial conversations and multi-touch deal cycles.

New!

Woodbury, NY3 days ago

$80,000–$250,000 Per Year

CWP delivers white-glove client service through a boutique model built for advisors who want authority, flexibility, and real support. If you want authority without micromanagement, problems worth solving, and a fast-moving environment where results matter more than process—this is where you belong.

New York, NY30+ days ago

Full-time

New York, NY30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Olean, NY12 days ago

$16.48–$19.81 Per Hour

Minimum Qualifications/Experience: · 3 years of relevant and transferrable sales and/or customer service experience; OR an Associate’s degree and 1 year of relevant and transferrable sales and/or customer service experience; OR a Bachelor’s degree. Working Conditions: · Conditions include standing most of the time, may involve walking, moving, bending, stooping or sitting for brief periods, and occasionally lifting and carrying items up to 30 lbs.

Melville, NY8 days ago

$55,000–$130,000 Per Year

We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve. Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.

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Winter Banking Jobs in New York

Financial Advisor (sales) **Licensing and Training Provided** New York Life

Financial Advisor/Client Portfolio Manager Company Confidential

Banking & Finance Analyst Initio Capital

Banking Clerk Insero Talent Solutions

Director/Managing Director, Fund Banking (Fund Finance) Stifel

Relationship Banking Representative Community Financial System, Inc.

Relationship Banking Representative Rotating Community Financial System, Inc.

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Independent 1099 Financial Advisor - Remote Vensure Employer Solutions

Experienced Financial Advisor Fifth Avenue Financial

Administrative Assistant / Customer Service Rep Polar Plumbing, Heating & Air Conditioning

Aspiring Financial Advisor Strategies for Wealth

Financial Advisor- Entry Level Denis Development

Financial Advisor Forest Hills Financial Group

Part-time Teller R-37619 KeyBank

Part-time Teller - Bilingual Spanish Preferred R-36737 KeyBank

RV Sales Trainee Plattsburgh RV Store

Financial Advisor Chemistry Wealth Management

Financial Advisor Strategies for Wealth

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

401(k) Conversions Account Manager Paychex

Client Services Manager - Nottingham Advisors (On-Site) Community Financial System, Inc.

Financial Advisor/Stockbroker Trainee MORGAN WILSHIRE SECURITIES INC

Client Services Representative Cetera Financial Group

Branch Operations Specialist III - Head Teller Suffolk Credit Union

Senior Teller 1 Community Financial System, Inc.

Teller 1 Community Financial System, Inc.

Teller Rotating Community Financial System, Inc.

Teller Community Financial System, Inc.

Senior Teller 2 Community Financial System, Inc.

Senior Teller - Batavia Branch Tompkins Community Bank

Entry Level Financial Advisor New York Life Insurance - Hudson Valley

Asset Management - Internal Client Advisor - Associate JPMorgan Chase Bank, N.A.

Remote Entry Level Financial Advisor Brand & Associates

REGISTERED FINANCIAL ADVISORS – HUDSON VALLEY, NY and Tri-State Area (NY/NJ) Donna Cornell Enterprises, Inc.

Financial Advisor (Entry Level) – Training & Licensing Provided New York City- Northwestern Mutual Purple Unicorn

Full Time Teller - East Greenbush Trustco Bank

Financial Advisor - Licensed RK Partners

Head Teller Metropolitan Commercial Bank

J.P. Morgan Advisors - Senior Client Associate - White Plains, NY JPMorgan Chase Bank, N.A.

Teller - Brewster Branch Tompkins Community Bank

Teller Tompkins Community Bank

J.P. Morgan Advisors - Investment Associate - New York, NY JPMorgan Chase Bank, N.A.

Former Financial Advisor Broker Business Development Role CXG Holdings Inc

Financial Advisor Center for Wealth Preservation

J.P. Morgan Advisors - Senior Client Associate - New York, NY JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Financial District) JPMorgan Chase Bank, N.A.

Teller Retail Banker II Woodforest National Bank

Financial Advisor Charter Oak Financial

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